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Tom Lee: Market will think less about Iran crisis and more on opportunity in back half of the year
CNBC Television· 2026-03-20 20:05
He is Tom Lee, CIO of Funstrat, CNBC contributor and on set. We're going to uh ask you to graciously if you would stick around for a couple of different blocks because we love Tom Lee. Thanks for coming on.>> Yeah, glad to be here. >> You're not changing that 7700. >> Uh we're not.>> Okay. Why not. Uh well um one I think 7700 was a conservative estimate to start because markets uh have been steadily repricing on a PE basis and we're only assuming modest PE expansion this year to 7700.And as much as the war ...
ETF Edge on positioning in international markets amid the war in the Middle East
CNBC Television· 2026-03-03 00:17
Malcolm Dorson, Global X senior emerging markets portfolio manager and SVP head of active investment team, and Cinthia Murphy, VettaFi director of research, join CNBC's Dom Chu on 'ETF Edge' to discuss how investors are assessing the Iran War's impact on their portfolio, bright spots in emerging markets and if the international outperformance can continue to rack up gains despite the risks. ...
X @Bloomberg
Bloomberg· 2026-02-16 18:00
Ajay Banga wants his legacy as World Bank president to be clear: creating jobs for young people in emerging markets.But Gen Z is registering record highs on the Misery Index, an economic measure combining inflation and unemployment.Watch Leaders with @flacqua https://t.co/vlobYsnhck ...
X @Bloomberg
Bloomberg· 2026-01-27 14:52
Investors are betting Claudia Sheinbaum’s ability to defuse disputes with Donald Trump will help extend one of the best currency rallies in emerging markets this year https://t.co/t4GqOU6FjH ...
Disappointing earnings season could drive contingent selling, says Ned Davis' Tim Hayes
CNBC Television· 2026-01-23 22:21
Our next guest says the models suggest uh these trends could continue. Joining me now is Tim Hayes, chief global investment strategist at Ned Davis Research. Tim, it's good to see you.>> Thanks, Mike. Good to be here. >> Talk about your broad framework coming into this year.I mean, we're coming off of three strong years for the equity markets. Um obviously the trends are good. Um but you suggest maybe it's a maturing bull market.So what's the what's the the basic bottom line for you. >> Well, it's a mature ...
X @Bloomberg
Bloomberg· 2025-12-18 14:36
JPMorgan Asset Management’s Bob Michele says sticking with one of this year’s hottest trades in emerging markets remains a top idea heading into 2026 even as the selling pressure on the US dollar is likely to wane https://t.co/Z5e61j6kQL ...
X @Wu Blockchain
Wu Blockchain· 2025-12-07 06:35
Why Emerging Markets Choose Crypto, According to CZAt the 2025 Binance Blockchain Week on December 3, Binance founder CZ was asked why emerging economies such as Peru need crypto. He responded by sharing a memorable thank-you letter from a user: before 2017, this user needed three days just to pay a single bill, but with crypto payments, the same task now takes only three minutes. At the same time, he was able to experiment with small investments — a change that brought real, tangible improvement to his lif ...
X @Polygon
Polygon· 2025-11-21 17:12
Event Overview - Money Rails 活动吸引了超过 1000 人参与 [1] - 会议讨论了支付轨道、机构采用、隐私、新兴市场以及新的集成等主题 [1] Integrations & Adoption - 公司发布了新的集成方案,并提供了 Alpha 测试机会 [1]
X @Bloomberg
Bloomberg· 2025-11-13 04:16
The biggest beneficiary from Trump 2.0 looks like emerging markets, says @johnauthers. And it has a good chance to last (via @opinion) https://t.co/tFxmQ9F0tC ...
X @Polygon
Polygon· 2025-11-03 13:57
More than half of stablecoin liquidity in emerging markets sits on the purple chainApart from Ethereum, that’s more than all other EVM chains combined https://t.co/PFu2OYPKSP ...